REVENUE

Disaggregation of Revenue

The following tables disaggregate our revenue by primary geographical market, major product/service lines, and industry:

Primary Geographical Markets



	Three months ended September 30, 2018
	FMS		DTS	SCS	Eliminations		Total
	(In thousands)
United States	$	1,180,337	340,604	508,196	(141,874	)	1,887,263
Canada	75,571		—	45,587	(5,761	)	115,397
Europe	80,640		—	—	—		80,640
Mexico	—		—	68,705	—		68,705
Singapore	—		—	6,056	—		6,056
Total revenue	$	1,336,548	340,604	628,544	(147,635	)	2,158,061



	Three months ended September 30, 2017
	FMS		DTS	SCS	Eliminations		Total
	(In thousands)
United States	$	1,041,610	272,201	384,414	(110,715	)	1,587,510
Canada	73,755			42,620	(4,892	)	111,483
Europe	80,432		—	—	—		80,432
Mexico	—		—	53,427	—		53,427
Singapore	—		—	8,045	—		8,045
Total revenue	$	1,195,797	272,201	488,506	(115,607	)	1,840,897



	Nine months ended September 30, 2018
	FMS		DTS	SCS	Eliminations		Total
	(In thousands)
United States	$	3,395,291	970,196	1,384,044	(405,159	)	5,344,372
Canada	225,903		—	136,428	(16,526	)	345,805
Europe	253,386		—	—	—		253,386
Mexico	—		—	189,181	—		189,181
Singapore	—		—	18,122	—		18,122
Total revenue	$	3,874,580	970,196	1,727,775	(421,685	)	6,150,866



	Nine months ended September 30, 2017
	FMS		DTS	SCS	Eliminations		Total
	(In thousands)
United States	$	3,048,742	811,277	1,106,226	(329,367	)	4,636,878
Canada	207,577		—	125,116	(13,671	)	319,022
Europe	235,527		—	—	—		235,527
Mexico	—		—	151,169	—		151,169
Singapore	—		—	23,312	—		23,312
Total revenue	$	3,491,846	811,277	1,405,823	(343,038	)	5,365,908

Major Products/Service Lines



	Three months ended September 30, 2018
	FMS		DTS	SCS	Eliminations		Total
	(In thousands)
ChoiceLease	$	716,728	—	—	(64,295	)	652,433
SelectCare	125,850		—	—	(10,418	)	115,432
Commercial rental	257,909		—	—	(15,175	)	242,734
Fuel	214,534		—	—	(57,747	)	156,787
Other	21,527		—	—	—		21,527
DTS	—		340,604	—	—		340,604
SCS	—		—	628,544	—		628,544
Total revenue	$	1,336,548	340,604	628,544	(147,635	)	2,158,061



	Three months ended September 30, 2017
	FMS		DTS	SCS	Eliminations		Total
	(In thousands)
ChoiceLease	$	673,882	—	—	(57,265	)	616,617
SelectCare	116,985		—	—	(8,206	)	108,779
Commercial rental	216,016		—	—	(9,436	)	206,580
Fuel	169,787		—	—	(40,700	)	129,087
Other	19,127		—	—	—		19,127
DTS	—		272,201	—	—		272,201
SCS	—		—	488,506	—		488,506
Total revenue	$	1,195,797	272,201	488,506	(115,607	)	1,840,897



	Nine months ended September 30, 2018
	FMS		DTS	SCS	Eliminations		Total
	(In thousands)
ChoiceLease	$	2,107,938	—		(187,822	)	1,920,116
SelectCare	372,989		—		(29,603	)	343,386
Commercial rental	694,864		—		(37,536	)	657,328
Fuel	633,571		—		(166,724	)	466,847
Other	65,218		—	—	—		65,218
DTS	—		970,196	—	—		970,196
SCS	—		—	1,727,775	—		1,727,775
Total revenue	$	3,874,580	970,196	1,727,775	(421,685	)	6,150,866



	Nine months ended September 30, 2017
	FMS		DTS	SCS	Eliminations		Total
	(In thousands)
ChoiceLease	$	1,992,656	—	—	(167,382	)	1,825,274
SelectCare	347,978		—	—	(26,732	)	321,246
Commercial rental	589,362		—	—	(26,835	)	562,527
Fuel	505,055		—	—	(122,089	)	382,966
Other	56,795		—	—	—		56,795
DTS	—		811,277	—	—		811,277
SCS	—		—	1,405,823	—		1,405,823
Total revenue	$	3,491,846	811,277	1,405,823	(343,038	)	5,365,908

Industry

Our SCS business segment includes revenue from the below industries:



	Three months ended September 30,			Nine months ended September 30,
	2018		2017	2018		2017
	(In thousands)
Automotive	$	250,499	193,284	$	690,177	578,087
Technology and healthcare	123,045		99,078	340,528		274,030
CPG and retail	210,965		136,590	544,019		381,967
Industrial and other	44,035		59,554	153,051		171,739
Total revenue	$	628,544	488,506	$	1,727,775	1,405,823

Contract Balances

We record a receivable related to revenue recognized when we have an unconditional right to invoice. There were no material contract assets as of September 30, 2018 or December 31, 2017. Trade receivables were $1.04 billion and $899 million at September 30, 2018 and December 31, 2017, respectively. Impairment losses on receivables were not material during the third quarters of 2018 and 2017.

Contract liabilities relate to payments received in advance of performance under the contract. Changes in contract liabilities are due to our performance under the contract. The amount of revenue recognized during the nine months ended September 30, 2018 that was included within deferred revenue at January 1, 2018 was $13 million.